Job description

Are you a multitasking pro who thrives in a fast-paced office where no two days are the same? Do you love helping people, solving problems on the fly, and keeping things running smoothly? We're hiring a Customer Service Representative/Account Manager to be the face of Spokane Valley Insurancea people-focused, independent agency built on long-lasting client relationships and compassionate service.Note: This is a full-time, in-office position. While other team members work from different locations, this role is based in our physical office and requires someone who enjoys being the go-to person on-site. This role combines front desk reception, account servicing, and policy processing in a high-volume insurance agency. Youll be the first point of contact for clientsanswering phones, handling walk-ins, managing paperwork, and supporting day-to-day operations. You must be highly organized, self-sufficient, and thrive working independently in a busy office environment. Benefits Annual Base Salary + Commission + Bonus Opportunities Vision Insurance Paid Time Off (PTO) Dental Insurance Hands on Training Mon-Fri Schedule Career Growth Opportunities Evenings & Weekends Off Responsibilities Front Desk Duties: • Greet walk-ins, carrier reps, and clients with professionalism and warmth • Process in-person, phone, and mailed payments (cash, checks, credit cards) • Scan and upload all incoming mail and emails to the appropriate client records • Shred scanned documents daily in compliance with WA OIC privacy standards • Mail documents on behalf of off-site staff or clients as needed • Tidy and restock office supplies during downtime Account Manager Duties: • Handle policy change requests and servicing tasks for walk-ins and callers • Review renewals for premium changes; assess need for re-shops based on changes • Follow up on quotes and assist with writing new policies • Maintain accurate and up-to-date client records in our agency management system • Provide timely, documented responses to all client communications • Complete training on our internal systems and carrier platforms (provided upon hire) Team Collaboration: • Communicate clearly and ask for support when neededwe're a team • Practice transparency with clients and colleagues • Use agency workflows and resources to complete tasks efficiently Requirements • Must work in-officethis is not a work-from-home position • 6+ months of experience in customer service, front desk, or retail preferred • Experience handling cash or checks • Strong documentation and attention to detail • Ability to manage your own workload without micromanagement • Proficiency with Microsoft Office (Word, Excel, Outlook) • Completion of a 40-hour Property & Casualty licensing course and passing the state exam prior to start (we reimburse up to $320 total after passing) • Completion of agency system and carrier training upon hire • Positive attitude, sense of humor, and ability to stay calm under pressure • A thick skinno ones going to laugh at you, but you should be able to laugh at yourself

Requirements